AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
-$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.59M
3
+$7.06M
4
ZIMV
ZimVie
ZIMV
+$6.88M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$6.69M

Top Sells

1
+$21.4M
2
+$13.4M
3
+$10.5M
4
DIS icon
Walt Disney
DIS
+$9.41M
5
SPTN
SpartanNash
SPTN
+$7.96M

Sector Composition

1 Industrials 16.99%
2 Technology 10.97%
3 Consumer Discretionary 10.91%
4 Financials 10.77%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$190K 0.01%
8,150
727
$190K 0.01%
4,112
728
$190K 0.01%
14,625
729
$190K 0.01%
1,901
730
$188K 0.01%
715
731
$187K 0.01%
15,949
732
$185K 0.01%
1,540
+367
733
$184K 0.01%
3,683
+1,245
734
$184K 0.01%
2,255
-56
735
$183K 0.01%
14,000
+4,000
736
$183K 0.01%
1,126
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737
$182K 0.01%
+20,970
738
$182K 0.01%
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739
$181K 0.01%
4,761
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740
$180K 0.01%
1,785
741
$180K 0.01%
10,508
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742
$179K 0.01%
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$179K 0.01%
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744
$178K 0.01%
182
745
$177K 0.01%
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746
$177K 0.01%
4,640
747
$177K 0.01%
18,098
748
$176K 0.01%
2,125
-91
749
$176K 0.01%
18,002
+2,000
750
$175K 0.01%
17,900
28 29
30
31 32